“Manish Sonthalia is also bullish on 'halo companies' in AI infrastructure sectors for the long term. He identifies semiconductors, chips, RAM, memory components, networking infrastructure, critical minerals, and energy generation/distribution as key beneficiaries. These asset-heavy businesses are crucial for the global AI infrastructure build-out, are less susceptible to obsolescence, and are currently under-owned and undervalued, having avoided the recent market spotlight.”